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Sales Executive, Investment Banking

USA - NY - New York City💼 Full-time💰 $92,800–$92,800🗓 2026-09-24 → 2026-09-25

Core

Support Sales Directors in growing territory revenue and exceeding budget for Datasite's data room and AI deal sourcing services within Investment Banks.

Role type

Junior Sales Executive (Investment Banking)

Builds

Datasite suite of services (data rooms, AI deal sourcing) for Investment Banks

Domain

Financial Services / Investment Banking

Deliverable

product features

Required skills

sales execution, relationship building, account management, Salesforce data entry, event hosting, cross-functional partnership

Preferred skills

resilience, curiosity, time management, presentation skills, decision-making

Technologies

Salesforce

Responsibilities

Support Sales Directors in growing territory revenue, participate in onboarding training, establish relationships across support organizations, co-host client events, maintain accurate records of call activity in Salesforce, learn Datasite policies and best practices

Seniority

Entry-level, mentored IC

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